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Matthew J Mellema

Charles Schwab & Co., Inc.

Omaha, NE

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-03-14
  • NE RA
    APPROVED
    Since 2023-03-14

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Omaha NE 01/2019 06/2024
Feltz Wealthplan Omaha NE 03/2018 12/2018
Cls Investments Omaha NE 04/2017 02/2018
Student Arlington NE 10/2013 03/2017
Charles Schwab & Co., Inc. Omaha NE 01/2023 Present
Charles Schwab Bank Omaha NE 05/2025 Present
  • 01/2019 → 06/2024
    Td Ameritrade, Inc.
    Omaha, NE
  • 03/2018 → 12/2018
    Feltz Wealthplan
    Omaha, NE
  • 04/2017 → 02/2018
    Cls Investments
    Omaha, NE
  • 10/2013 → 03/2017
    Student
    Arlington, NE
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 05/2025 → Present
    Charles Schwab Bank
    Omaha, NE
Previous Registrations
  • 2022-07-01 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2021-06-22 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-26
S63 Uniform Securities Agent State Law Examination 2019-07-20
  • S66 Uniform Combined State Law Examination
    2020-10-26
  • S63 Uniform Securities Agent State Law Examination
    2019-07-20
Other Names
  • Matthew James Mellema
  • Matthew Mellema

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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